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Microsoft

3,559 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,468 increasing their positions, 1,715 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 98

28% more capital invested

Capital invested by funds: $857B → $1.1T (+$241B)

4% more funds holding in top 10

Funds holding in top 10: 2,0122,092 (+80)

1% more funds holding

Funds holding: 3,5283,559 (+31)

0.6% less ownership

Funds ownership: 71.79%71.19% (-0.6%)

7% less call options, than puts

Call options by funds: $14B | Put options by funds: $15B

14% less repeat investments, than reductions

Existing positions increased: 1,468 | Existing positions reduced: 1,715

Holders
3,559
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.96%
Holding in Top 10
2,092
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+3.98%
% of All Funds
42.89%
New
161
Increased
1,468
Reduced
1,715
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
1576
Sheaff Brock Investment Advisors
Indiana
$11.3M +$1M +5,514 +11%
WFG
1577
Wills Financial Group
Virginia
$11.2M -$44.3K -244 -0.4%
AAF
1578
Andra AP-fonden
Sweden
$11.2M +$2.34M +12,900 +30%
WIC
1579
Whitegate Investment Counselors
New Hampshire
$11.2M -$140K -771 -1%
FBT
1580
First Bankers Trust
Kentucky
$11.2M -$90.2K -497 -0.9%
WI
1581
WBI Investments
New Jersey
$11.2M +$9.99M +55,051 New
SWK
1582
Stephen W. Kidder
$11.2M -$208K -1,145 -2%
RC
1583
RBF Capital
California
$11.2M
BCM
1584
Bourgeon Capital Management
Connecticut
$11.2M +$921K +5,075 +10%
CAL
1585
Capital Analysts LLC
Pennsylvania
$11.2M -$857K -4,719 -8%
DIP
1586
DT Investment Partners
Pennsylvania
$11.1M
SWM
1587
Stockman Wealth Management
Montana
$11.1M -$468K -2,578 -5%
CPIG
1588
Chicago Partners Investment Group
Illinois
$11.1M +$518K +2,854 +6%
AWA
1589
Arete Wealth Advisors
Illinois
$11.1M +$593K +3,269 +6%
TAM
1590
Tradition Asset Management
Virginia
$11.1M -$1.11M -6,097 -10%
BFPW
1591
BOK Financial Private Wealth
Colorado
$11.1M -$2.59M -14,281 -21%
HFM
1592
Hartford Financial Management
Connecticut
$11M +$380K +2,092 +4%
PP
1593
Pegasus Partners
Wisconsin
$11M +$326K +1,797 +3%
DPIM
1594
Duff & Phelps Investment Management
Illinois
$11M -$218K -1,200 -2%
JFGIW
1595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11M +$290K +1,597 +3%
PCM
1596
Pennsylvania Capital Management
Pennsylvania
$11M -$5.77M -31,763 -37%
PP
1597
Professional Planning
California
$11M +$1.15M +6,309 +13%
PCIA
1598
Prime Capital Investment Advisors
Kansas
$11M -$1.5M -8,264 -11%
HCM
1599
Hall Capital Management
Rhode Island
$11M +$28.5K +157 +0.3%
NNP
1600
Nachman Norwood & Parrott
South Carolina
$11M +$21.2K +117 +0.2%

MSFT Hedge Fund Activity: Q2 2020 in Review

3,559 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2020, worth a combined $1.1T — up 28% from $857B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new MSFT positions and 98 closed out — a net gain of 63 holders — while 1,468 added to existing stakes and 1,715 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2B. The largest seller was Osaic Holdings, cutting an estimated $4.46B.

  • 3,559 institutional investors held Microsoft (MSFT) as of Q2 2020, up from 3,528 in Q1 2020.
  • Funds reported $1.1T of Microsoft stock for Q2 2020, up 28% quarter-over-quarter.
  • 161 funds opened new Microsoft positions in Q2 2020 and 98 closed out, a net change of +63 holders.
  • The largest Microsoft buyer in Q2 2020 was T. Rowe Price Associates, an estimated $2B added.
  • The largest Microsoft seller in Q2 2020 was Osaic Holdings, an estimated $4.46B sold.

Based on aggregated 13F filings for Q2 2020.